Account Executive, Finalis
Venture Segment
+ Performance-based incentives
Securities brokerage platform
Job no longer available
Securities brokerage platform
101-200 employees
Job no longer available
+ Performance-based incentives
101-200 employees
Company mission
Building the world’s largest private securities brokerage platform.
Role
Who you are
- Proven experience (3+ years) in B2B sales leadership, preferably within SaaS, fintech, or investment banking sectors
- Track record of exceeding aggressive growth targets and scaling customer bases rapidly
- Strong understanding of investment banking workflows, compliance challenges, and deal origination processes
- Excellent communication, negotiation, and relationship-building skills
- Proficiency in CRM tools (e.g., Salesforce, HubSpot) and data-driven decision-making
- Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth environment
What the job involves
- Finalis is seeking a highly motivated Account Executive – Venture Sales Segment to spearhead our expansion into two strategic investment banking segments
- This individual will play a critical role in identifying, engaging, and converting high-value customers, leading a team to drive rapid growth and market penetration
- This is an exceptional opportunity for an entrepreneurial sales leader who thrives in fast-paced environments and has a proven track record in B2B SaaS, financial services, or investment banking
- This role reports to the Chief Revenue Officer
- Develop and execute a go-to-market strategy to 10x our customer base in the two identified investment banking segments within a year
- Own the entire sales lifecycle, from prospecting to closing, ensuring a data-driven and results-focused approach
- Collaborate with cross-functional teams (Marketing, Product, and Customer Success) to align efforts and maximize growth opportunities
- Drive pipeline growth through proactive outreach, leveraging existing networks, referrals, and inbound opportunities
- Implement scalable sales processes, ensuring efficient tracking of leads and opportunities via CRM systems
- Use data insights to refine sales strategies and optimize conversion rates
- Deeply understand the needs and pain points of target customer segments, positioning Finalis as the go-to compliance and deal execution partner
- Foster relationships with key decision-makers to drive long-term partnerships and account expansion
- Act as a thought leader and trusted advisor within the investment banking ecosystem
- Recruit, mentor, and inspire a high-performing sales team to achieve ambitious targets
- Set clear goals and provide ongoing coaching to maximize performance and professional growth
- Foster a culture of accountability, innovation, and customer-first thinking
- Stay informed on industry trends, competitor activities, and customer needs to refine sales tactics and messaging
- Provide actionable feedback to the product and marketing teams to ensure offerings align with market demands
Our take
Trillions of dollars are exchanged through M&A transactions. While the playbook is known for the lawyers and bankers involved, their workflow continues to be anchored in legacy systems like email and siloed spreadsheets hampering compliance and efficiency.
Finalis hopes to upend this market with an integrated private securities brokerage technology platform. The platform’s central offering is a Hub where banks can affiliate their FINRA licenses, dramatically reducing compliance headaches.
However, Finalis wants to go much further than that with a product suite automating much of the deal process. That means further features like deal rooms and prioritised collaboration opportunities.
While many of these transactions are ‘bread and butter’, stakeholders are reticent to change partially due to the billions of dollars at stake on a deal. However, Finalis’ team, with deep sector expertise and a commitment to the highest standards, stand a good chance of overcoming the inertia in the industry.
Steph
Company Specialist at Welcome to the Jungle
Insights
158% employee growth in 12 months
Company
Funding (2 rounds)
Jul 2022
$10.7m
SEED
Jul 2021
$10.7m
SEED
Total funding: $21.4m
Company benefits
- Flexible working hours
- 100% Remote work
- Generous paid vacation
- Personal growth budget
- Inclusive and diverse environment to develop your skills at its maximum potential
- Focus on your career growth
- Enriching learning and development opportunities
Company HQ
SoMa, San Francisco, CA
Leadership
Federico Baradello
(Founder & CEO)Attended Princeton University and Harvard University. J.D in Berkeley Law. London School of Economics PhD. Trained at Kirkland & Ellis.
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